| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| ASSUREDPARTNERS3 Filed as: STERLING SEACREST PARTNERS, INC | 2500 CUMBERLAND PARKWAY SE ATLANTA, GA 30339 | ANGLE HEALTH | $23K | $0 | $23K | 5.43% |
| BROKERS HOLDING GROUP3 | UNKNOWN LOGANVILLE, GA 30052 | ANGLE HEALTH | $10K | $0 | $10K | 2.33% |
| STERLING SEACREST PRITCHARD, INC.3 Filed as: STERLING SEACREST PRITCHARD, INC | 2500 CUMBERLAND PARKWAY SE ATLANTA, GA 30339 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $5K | $416 | $5K | 12.13% |
| ERIS VENTURES LLC3 Filed as: ERIS VENTURES, LLC. | 931 MONROE DRIVE ATLANTA, GA 30308 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $3K | $1K | $4K | 9.86% |
| MITCHELL HECTOR MORALES3 | 1264 GABLES VIEW PLACE LAWRENCEVILLE, GA 30043 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $1K | $118 | $1K | 3.42% |
| TODD CLARK LEE3 | 1443 LADY SLIPPER COURT NW KENNESAW, GA 30152 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $356 | $0 | $356 | 0.84% |
| KEISHA RAVENELL3 Filed as: KEISHA RAVENELL AND OTHER AGENTS | 1796 SATELLITE BOULEVARD, UNIT 1317 DULUTH, GA 30097 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $268 | $0 | $268 | 0.63% |
| DW YOUNG AGENCY INC3 Filed as: DW YOUNG AGENCY, INC. | 347 CHURCH ROAD STOCKBRIDGE, GA 30281 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $181 | $10 | $191 | 0.45% |
| YOUNG AGENCY LLC3 Filed as: YOUNG AGENCY, LLC. | 326 WESLEY CIRCLE MACON, GA 31204 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $108 | $0 | $108 | 0.25% |
| STERLING SEACREST PRITCHARD, INC.3 Filed as: STERLING SEACREST PRITCHARD, INC | 2500 CUMBERLAND PARKWAY SE SUITE 400 ATLANTA, GA 30339 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $5K | $1K | $6K | 17.69% |
| ASSUREDPARTNERS3 Filed as: STERLING SEACREST PARTNERS, INC | 2500 CUMBERLAND PARKWAY SE ATLANTA, GA 30339 | DELTA DENTAL | $4K | $0 | $4K | 16.87% |
No Schedule C service providers reported on this filing.
Benefits declared on the Form 5500 main form (✓ = also has a Schedule A insurance contract; otherwise the benefit is funded out of plan assets or via a Schedule C TPA).
The plan reports several different headcounts depending on which form you read. Each one measures a different slice of the population.
| Active participants | 133 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 1 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 0 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 134 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical) | ANGLE HEALTH | 42 | $419K |
| Dental | DELTA DENTAL | 96 | $22K |
| Vision | UNITED OF OMAHA LIFE INSURANCE COMPANY | 134 | $35K |
| Life insurance(2 contracts, 2 carriers) | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | 134 | $78K |
| Short-term disability | UNITED OF OMAHA LIFE INSURANCE COMPANY | 134 | $35K |
| Prescription drug | ANGLE HEALTH | 42 | $419K |
| Other(2 contracts, 2 carriers) | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | 134 | $78K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 134 | — |
Why the numbers differ. Form 5500 line 6 counts employees + retirees + beneficiaries; no dependents. Schedule A persons-covered counts everyone enrolled, including spouses and children, so it usually exceeds line 6 by 30-60% on a working-age workforce. The medical row is normally the broadest single line because it has the highest take-up; dental/vision/life often dip below it. Stop-loss / reinsurance contracts sometimes report the carrier's full underwriting pool rather than this filer's headcount; the row is shown for transparency but shouldn't be read as "people in this plan."
Broker compensation exceeds 5% of premium. Either a small-plan minimum-fee dynamic or an inefficient broker structure ripe for a counter-bid.
Schedule A presence shifted between filings (insured ↔ self-funded, or new contracts added/removed). Capture the transition window.